Lifestyle Asset Management, Inc.
SEC RegisteredINDEPENDENCE, EXPERIENCE, DISCIPLINE AND TRUST
About the firm
LifeStyle Asset Management, Inc. ("LSAM") is located in Friendswood, Texas, USA. The firm was founded in 2011 by Paul Jackson, CFA after decades of experience working with other independent Registered Investment Advisors and Broker/Dealers. LSAM's number one focus is on money management, with a high priority on adhering to state and federal compliance regulations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Independent investment advisory services including wealth planning, portfolio strategies (individual equity separate accounts and custom total return portfolios), and 401(k) plan services for plan sponsors and participants.
Who they serve
Corporate retirement plans, global high-net-worth clients, third-party financial advisors, plan sponsors, and plan participants.
Leadership
Office locations
Advisors at this firm
15 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $250,000 | 1.75% |
| $250,001 to $500,000 | 1.55% |
| $500,001 to $750,000 | 1.45% |
| $750,001 to $1,000,000 | 1.35% |
| $1,000,001 to $2,000,000 | 1.25% |
| $2,000,001 to $3,000,000 | 1.05% |
| $3,000,001 to $4,000,000 | 0.95% |
| $4,000,001 to $5,000,000 | 0.85% |
| Over $5,000,000 | 0.75% |
Data as of July 15, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lifestyle Asset Management, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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